SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

626 hedge funds and large institutions have $7.04B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+47
Holders Change %
+8.12%
% of All Funds
8.33%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
1%
New
90
Increased
220
Reduced
222
Closed
34
Calls
$636K
Puts
–
Net Calls
+$636K
Net Calls Change
-$65.8M

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$104M
2
MWM
Modern Wealth Management
Kansas
+$61.3M
3
VAMG
Voisard Asset Management Group
Michigan
+$28.7M
4
KWM
Kingsview Wealth Management
Oregon
+$22.3M
5
BIP
Blueprint Investment Partners
North Carolina
+$21M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$246M
2
FEG
Financial Enhancement Group
Indiana
-$45M
3
LPL Financial
LPL Financial
California
-$22.8M
4
PS
Portfolio Strategies
New York
-$10.4M
5
AC
AIFG Consultants
New York
-$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWWA
526
New Wave Wealth Advisors
Arkansas
$198K -$16.1K -226 -8%
HC
527
Hoese & Co
Minnesota
$194K +$194K +2,721 New
JFA
528
JNBA Financial Advisors
Minnesota
$194K -$5.14K -72 -3%
William Blair & Company
529
William Blair & Company
Illinois
$194K +$72.4K +1,014 +60%
PWMG
530
Prestige Wealth Management Group
New Jersey
$191K – – –
AP
531
Atwood & Palmer
Missouri
$190K -$37.9K -531 -17%
SS
532
Sunbelt Securities
Texas
$178K – – –
GSWM
533
Golden State Wealth Management
California
$167K +$167K +2,340 New
Qube Research & Technologies (QRT)
534
Qube Research & Technologies (QRT)
United Kingdom
$166K -$18.6K -261 -10%
MCM
535
MAI Capital Management
Ohio
$165K -$136K -1,900 -45%
Bank of Montreal
536
Bank of Montreal
Ontario, Canada
$163K +$2.64K +37 +2%
AIM
537
Acropolis Investment Management
Missouri
$159K – – –
RWPA
538
Richard W. Paul & Associates
Michigan
$158K – – –
CWM
539
Copia Wealth Management
Oregon
$156K +$156K +2,184 New
S
540
SignatureFD
Georgia
$148K +$143 +2 +0.1%
SAM
541
Sherman Asset Management
California
$141K +$141K +1,973 New
MWM
542
MGB Wealth Management
Texas
$132K +$6.29K +88 +5%
GT
543
Glenmede Trust
Pennsylvania
$128K -$2.86K -40 -2%
T
544
Tidemark
California
$128K -$67.2K -941 -34%
MA
545
Montag & Associates
Georgia
$125K – – –
NCM
546
Northwest Capital Management
Oregon
$124K -$276K -3,867 -69%
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$113K +$64K +891 +132%
CTWM
548
Cherry Tree Wealth Management
Minnesota
$112K – – –
CA
549
Clearstead Advisors
Ohio
$110K +$110K +1,545 New
KIM
550
Kestra Investment Management
Texas
$109K +$109K +1,527 New
20 21
22
23 24